Hello, I have just taken over as Admin for this company's WF. Previously request queues were made but were not identified as such by the custom status. I am trying to make a report to see all projects acting as request queues but all the filters I have tried bring back nothing or too many. Anyone ha...
Hi WF Community, I'd like to do the following, when creating a new calculated field on a project form, and wondering how to go about it: Create a calculated field called ABC on a task formCreate a calculated field called XYZ on a project form that aggregates field ABC from all related tasks I'm ...
Hi there, I am looking for a way to add a free text field into a project view that our project managers can enter manually into. The intention is creating an EAC that goes by project revenue, and not cost. We would like project managers to manually update planned hours in this free text column. ...
Is it possible to create custom views and filters in the Requests section? I know I can create a custom report and create views, filters, groups there but I would like to be able to add the view and filter to the request object in the same way I do for other objects (portfolios, programs, projects, ...
Notes Report: Does anyone know a way to group updates/comments/notes by thread (parent note)? Or show all comments as a discussion in the Notes report.In the example below I would like to show the reply (thank you) under the parent (per Slack with ...).
Hi All, I'm creating a proof review approvals report and I'm trying to get the project name that I got to display, to become a direct link to the project. This is what I have so far: displayname=Projectlink.value=textmode=truevaluefield=documentVersion:document:project:namevalueformat=HTML ...
Been trying to create what should be a simple or common report, but oddly enough i'm not seeing the fields needed. Scenario and Logic: We typically have many people listed as assigned to a single a task with their respective planned hours, which neatly rolls up a sum of their planned hours to th...
We work strictly from pre-built templates, with job roles assigned to tasks. Once the request is converted to a project, the job roles get staffed. There are times when that step is accidentally missed so the project sits and isn't on anyone's active task list. How can I easily see if a project didn...
Can you restrict access to the workflows on the Proofing website? For example, I want to create profiles for group administrators so they can manage their own workflows.